See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,664 | $73,933-34.2% | $96,683-49.7% | $75,163-35.3% |
| Participation rate | 22.4% | 66.4%-44.0pp | 74.3%-51.9pp | 67.2%-44.7pp |
| Annual return | 11.59% | 26.70%-15.1pp | 35.69%-24.1pp | 160.62%-149.0pp |
| Employer contribution / active EE | $686 | $2,928-76.6% | $3,737-81.6% | $2,670-74.3% |
| Participant deferral / active EE | $2,388 | $3,659-34.7% | $4,878-51.1% | $4,125-42.1% |
| Admin fee / account holder | $5,192 | $5,216-0.5% | $6,730-22.8% | $5,651-8.1% |